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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,699 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 49 · EIN 93-0987232 | Other Services | $13,044 |
Filed as: RELATION INSURANCE SERVICES OF CALI Service code 13 · EIN 26-4823657 | Contract Administrator | $6,778 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES INCORPORTED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,018 | $65,125-41.6% | $143,797-73.6% | $66,949-43.2% |
| Participation rate | 39.0% | 65.2%-26.2pp | 80.3%-41.3pp | 69.8%-30.8pp |
| Annual return | -14.94% | -11.13%-3.8pp | -0.04%-14.9pp | 1.57%-16.5pp |
| Employer contribution / active EE | $1,055 | $2,362-55.4% | $4,952-78.7% | $2,545-58.6% |
| Participant deferral / active EE | $2,191 | $2,920-25.0% | $5,638-61.1% | $4,239-48.3% |
| Admin fee / account holder | $255 | $503-49.3% | $14,679-98.3% | $594-57.0% |